Bloor Street Capital | Jimmy Connor Growing and Protecting My Wealth

By Jimmy Connor and Bloor Street CapitalBusiness Investing

Bloor Street Capital | Jimmy Connor Growing and Protecting My Wealth episodes

February 19, 2025 David Rosenberg on the Canadian Economy | How to Prepare
Disclosures and Risk Information Investments, commentary, and opinions are solely those of the speakers and may not be reflective of any Sprott entity or affiliate. Forward-looking language should not be construed as predictive. While third-party sources are believed to be reliable, there is no guarantee as to their accuracy or timeliness. This information does not constitute an offer or solicitation and may not be relied upon or considered to be the rendering of tax, legal, accounting or professional advice.Relative to other sectors, precious metals and natural resources investments have higher headline risk and are more sensitive to changes in economic data, political or regulatory events, and underlying commodity price fluctuations. Risks related to extraction, storage and liquidity should also be considered.Gold and precious metals are referred to with terms of art like store of value, safe haven and safe asset. These terms should not be construed to guarantee any form of investment safety. While “safe” assets like gold, Treasuries, money market funds and cash generally do not carry a high risk of loss relative to other asset classes, any asset may lose value, which may involve the complete loss of invested principal.Rosenberg Research Free 30 Day Sign Up https://hub.rosenbergresearch.com/fre...Rosenberg Research: https://rosenbergresearch.com/david-r...WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of January, 2025 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only. Bloor Street Capital was paid a fee for this Interview.
22 min
February 15, 2025 The U.S. & China Russia Ukraine | Marko Papic and Jimmy Connor
Marko Papic, macro and geopolitical expert at BCA Research, goes into great depth of the various hot beds around the world and how things will evolve. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of February, 2025, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.
59 min
February 13, 2025 Investing in Gold & Gold Stocks | 3 Hours of Content on All-Things Gold
Gold is up 45% in the past year! Check out this virtual conference on all-things gold!
Agenda00:00:00 Intro00:16:28 Sprott - John Ciampaglia00:16:28 Agnico Eagle - Jamie Porter00:41:28 Centerra Gold - Paul Tomory01:04:27 Gold Royalty - David Garofalo01:27:00 Technical Traders - Chris Vermeulen01:50:07 Osisko Development - Sean Roosen 02:20:00 Triple Flag - Sheldon Vanderkooy 02:41:21 Tudor Gold - Ken Konkin03:04:12 World Gold Council - Joe CavatoniWAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of January, 2025 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only. Bloor Street Capital was paid a fee for this Interview.
3 hr 20 min
February 05, 2025 My Views on the U.S. and Canadian Economies | David Rosenberg and Jimmy Connor
Disclosures and Risk Information
Investments, commentary, and opinions are solely those of the speakers and may not be reflective of any Sprott entity or affiliate. Forward-looking language should not be construed as predictive. While third-party sources are believed to be reliable, there is no guarantee as to their accuracy or timeliness. This information does not constitute an offer or solicitation and may not be relied upon or considered to be the rendering of tax, legal, accounting or professional advice. Relative to other sectors, precious metals and natural resources investments have higher headline risk and are more sensitive to changes in economic data, political or regulatory events, and underlying commodity price fluctuations. Risks related to extraction, storage and liquidity should also be considered. Gold and precious metals are referred to with terms of art like store of value, safe haven and safe asset. These terms should not be construed to guarantee any form of investment safety. While “safe” assets like gold, Treasuries, money market funds and cash generally do not carry a high risk of loss relative to other asset classes, any asset may lose value, which may involve the complete loss of invested principal.

Agenda
00:00:00 Intro
00:09:26 Is Inflation Heating Up
00:22:47 Interest Rates & Yield Curve
00:28:27 Where I Got My Call Wrong
00:30:45 Does Yield Go To 5.5%
00:34:40 Debt & Deficit
00:39:18 Interest Cost Exploding
00:40:38 Stock Market Valuations
00:52:12 Can S&P Drop 50%
1:00:20 This Keeps Me Up At Nite
1:00:40 Canadian Politics
1:04:45 Canadian Economy
1:06:30 Trudeau Only PM No Growth
1:07:44 Canadian Dollar Not Good
1:11:54 How To Position
1:19:37 Why I Love Gold
1:20:58 Rosenberg Research
1:22:14 Conclusion

Bloor Street Capital Inc. Waiver and Disclaimer
If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of January, 2025 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only. Bloor Street Capital was paid a fee for this Interview.
1 hr 23 min
February 01, 2025 The Fed Has Lost Control - Juliette Declercq and Jimmy Connor
Juliette Declercq is the founder of JDI Research and has over 20 years of experience in trading and macroeconomics. In addition to economics, Jimmy and Juliette also discuss her favorite place to ski in France and what her favorite sport is (you'll never guess). I hope you enjoy this chat! To learn more check out her website below...
https://www.jdiresearch.com/about
Summary
The U.S. economy remains strong, with growth around 2-3%.
China is in a downturn despite government stimulus.
Europe, especially Germany and France, is experiencing economic struggles.
U.S. Economic Outlook:
2024 was buoyed by strong wage growth and reduced inflation, leading to increased purchasing power.
2025 is expected to face a slowdown as wage growth normalizes and inflationary tailwinds subside.
Central Bank Challenges:
The Federal Reserve (Fed) is perceived to have lost control over financial conditions.
Rising risk premiums are pushing up long-term interest rates, complicating the Fed's policy effectiveness.
Recession Risks:
Juliette anticipates a significant economic slowdown in the first half of 2025, with a potential recession driven by weakening labor markets and reduced consumer purchasing power.
Interest Rates and Yield Curve:
Long-term rates, such as the 10-year yield, are rising due to risk premiums rather than economic strength.
This dynamic could force the Fed to cut rates further than expected.
Impact of Fiscal Policies:
Increased tariffs and fiscal dominance under a potential Trump administration could create inflationary pressures in the long term but recessionary effects in the short term.
Global Power Dynamics:
The U.S. retains significant influence as a key consumer market. Policies like tariffs aim to strengthen domestic production and maintain economic dominance.
Currency and Market Trends:
The U.S. dollar remains strong, bolstered by economic "exceptionalism" and technology dominance.
Euro and Yuan are expected to weaken further.
Technological and Resource Frontiers:
The U.S., particularly companies like Tesla, is poised to dominate future technologies in AI, quantum computing, and renewable energy.
Strategic interests extend to areas rich in resources, like Greenland and Canada.
Market Strategy:
Juliette suggests being cautious about broad equity markets like the S&P and NASDAQ due to economic pressures.
She advocates for investments in high-growth sectors, specifically Tesla, leveraging the AI and energy revolutions.
WAIVER & DISCLAIMER
If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of January, 2025, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.
46 min
January 20, 2025 Raoul Pal Bullish on S&P, Bitcoin and Gold 2025 | Jimmy Connor
Raoul Pal, Co-Founder and CEO of Real Vision Group, provides his views on the global economy, intertest rates, inflation, bitcoin, gold the S&P and why he moved to the Cayman Islands.
WAIVER & DISCLAIMER
If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of January, 2025, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.
44 min
January 05, 2025 How To Prepare For Financial Destruction | Marc Faber and Jimmy Connor
Marc Faber, Editor and Publisher of the Gloom, Boom, and Doom Report provides an overview of what he expects in 2025.
Gloom Boom Doom Report https://www.gloomboomdoom.com/
WAIVER & DISCLAIMER
If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of January, 2025, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.
43 min
December 28, 2024 2025 Economic Forecast | Felix Zulauf and Jimmy Connor
Felix Zulauf discusses why he was wrong about the S&P in 2024 and where he thinks the S&P is going in 2025. Felix also discusses his favorite place to ski in Switzerland.
WAIVER & DISCLAIMER
If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of December, 2024, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.
55 min
December 21, 2024 U.S. and Canada Trade Wars = Recession | Steve Hanke and Jimmy Connor
Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the recent decision by the Fed to cut rates, for the third time, the impact of a Trade War between the U.S. and Canada, and Steve's new book "Capital, Interest, and Waiting".
https://www.amazon.com/Books-Steve-Ha...
The Canadian economy is faltering and has been for years, Canadian housing is unaffordable, there is over 1 million mortgages up for renewal this year which will result in higher mortgage payments which many people cant afford, and the Canadian dollar continues to fall and Trudeau thinks everything is just fine.
WAIVER & DISCLAIMER
If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of December 20, 2024, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.
57 min
December 15, 2024 Trudeau's Canada Slumping into Recession and Canadian Dollar Keeps Falling
The Canadian economy is faltering, Canadian housing is unaffordable, there is over 1 million mortgages up for renewal this year which will result in higher mortgage payments which many people can't afford, and the Canadian dollar continues to fall and Trudeau thinks everything is just fine.
Rosenberg Research Free 30 Day Sign Up https://hub.rosenbergresearch.com/fre...
WAIVER & DISCLAIMER
If you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals’ opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of December, 2024, the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes.
37 min

About Bloor Street Capital | Jimmy Connor Growing and Protecting My Wealth

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